The operating system for the new age of private markets
AI-native infrastructure and insights, purpose-built for alts.
Who We Serve
Wealth
Management
Private Banks, IBDs, Financial Advisors & RIAs
Family
Office
Single-Family, Multi-Family & Service Providers
Institutional Asset Management
Endowments, Pensions, & Investment Management Firms, OCIOs
Ecosystem
Partners
Fund Administrators, Managed Service Providers, FinTechs & WealthTechs
How It Works
A single source of truth: one password, one platform
Synchronize
Proprietary process for rapid onboarding in minutes, not months
Comprehensive coverage across any web portal or inbox
Secure mapping & authentication with zero-knowledge architecture
Immediate synchronization and data capture
Monitor
Continuous feed captures capital calls, distributions, account statements, tax documents and all other communications
Centralized system of record for all alts documents, with smart filtering, sorting and download capabilities
24/7 monitoring of all positions, with built in functionality for multi-stakeholder, permissioned collaboration
Extract
Back-to-inception historical data processing, providing portfolio completeness
Best-in-class extraction accuracy, including granular reporting and accounting data points across all alternative asset classes and currencies
Generate
Client-ready outputs in customizable formats and daily performance digests
AI-generated investor letter summaries and predictive communications
Automated reconciliation and reporting tools, analytics and look-through insights
Integrate
Ecosystem integrations for portfolio management, RMS systems, document management, and CRM systems
API-first architecture with REST APIs for all platform functions, real-time webhook support, enterprise-grade security, and white-label capabilities
Integration health monitoring with live connection status dashboard, automated alerts & diagnostics, and full audit trail with proactive reconciliation
Our Value Proposition
Spend more time on the business, and less time in it.
J-Curve Elimination
Immediate productivity gains
No lengthy implementations
Value from day one
Data Excellence
Back-to-inception accuracy
Real-time synchronization
Audit trail and reconciliation
Top & Bottom Line Impact
70% reduction in operational overhead
3x faster report generation
80% more time for client engagement
Business Intelligence Edge
Shows up where you need it
Enables strategic resource allocation
Powers data-driven decisions